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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

105 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
20
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
1
Seros Financial
Arizona
$5.61M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.66M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.01M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
AA
5
Armis Advisers
Georgia
$1.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.24M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$0
4
RA
4
RFG Advisory
Alabama
$588K
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$250K 5,208 – –
KWM
77
KFG Wealth Management
Indiana
$224K 4,663 -18 -0.4%
SAG
78
SageView Advisory Group
California
$215K 4,475 +4,475 New
MA
79
Mutual Advisors
Nebraska
$214K 4,426 +4,426 New
CF
80
Centaurus Financial
California
$210K 4,380 – –
FHC
81
First Heartland Consultants
Missouri
$209K 4,354 -336 -7%
OWA
82
Outlook Wealth Advisors
Texas
$204K 4,251 +4,251 New
WTFG
83
Wood Tarver Financial Group
Idaho
$192K 4,009 +4,009 New
SWM
84
Sugarloaf Wealth Management
Georgia
$168K 3,500 – –
GTAM
85
Global Trust Asset Management
Florida
$168K 3,500 – –
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$151K 3,154 +87 +3%
AWM
87
AE Wealth Management
Kansas
$148K 3,080 +3,080 New
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$145K 3,015 – –
Morgan Stanley
89
Morgan Stanley
New York
$131K 2,734 +734 +37%
JGCM
90
Joseph Group Capital Management
Ohio
$110K 2,296 – –
AF
91
Allworth Financial
California
$106K 2,162 – –
IA
92
IFP Advisors
Florida
$78.8K 1,644 – –
PS
93
Principal Securities
Iowa
$60.2K 1,255 +348 +38%
WA
94
Whipplewood Advisors
Colorado
$56.6K 1,180 +1,180 New
SPIA
95
Steward Partners Investment Advisory
New York
$51.6K 1,076 +832 +341%
CFG
96
Chapman Financial Group
Hawaii
$48K 1,000 +1,000 New
CA
97
Continuum Advisory
Idaho
$45K 939 – –
Barclays
98
Barclays
United Kingdom
$38K 791 +619 +360%
AF
99
Advisornet Financial
Minnesota
$25.7K 535 – –
US Bancorp
100
US Bancorp
Minnesota
$24.3K 506 – –
1 2 3
4
5